+116.4%
DOCN vs OTIS
-9.8%
+126.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.9% | -11.0% | -3.5% |
| 7D | -20.0% | +9.5% | -29.5% | -12.4% |
| 30D | -38.8% | +21.1% | -59.9% | -26.4% |
| 3M | -34.8% | +9.0% | -43.8% | -26.7% |
| 6M | -22.8% | +6.4% | -29.2% | -11.9% |
| YTD | +74.6% | -7.1% | +81.7% | +97.8% |
| 1Y | +116.4% | -10.1% | +126.6% | +146.9% |
| All | +116.4% | -9.8% | +126.2% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded OTIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling